Creating products

When setting up your online B2B store, it's very important to populate the back-end of your portal with products.

Step 1:  Before importing products, you need to create/address the following items:

Step 2:  To start populating your portal with products, go to the Products->Products menu in your Admin Dashboard and click on “+ New product”.

On the "New product" page that opens up, fill in all the relevant details about the product.

The table below explains the product information fields on the "New product" page:

Name Add the name of the product
Code Add the product code
Description Add the product description. You can modify your text from the options available. This description will be shown in your storefront.
Image Add your main product image. Once you've clicked on the "Image" option within the "Description" field (shown below), you can select "Browse Server" to upload an image or choose a previously uploaded image, or you can select "Add link" if you previously uploaded your images online (e.g. Cloudinary).

Alternatively, you can click on the grey zone around the image shown at the specific field and then browse your computer. You can also drag and drop pictures from an Excel file, if applicable. 

If you wish to upload more images, simply click on the 'Images' tab on the "New product" page, and drag and drop your images there or click to upload them.

Category Select the product category
Add to more categories Click to add the product to more categories. This applies for products that are included in other categories besides their default one.
Basic Price List & other price lists Enter the different prices as defined in your price lists
MSRP Add the MSRP if your commercial policy includes it
Cost Add the product cost
Weight Add your product weight (if applicable)
Minimum quantity Add your minimum order quantity
Quantity Enter your available stock quantity
Track inventory Check this box if you want to monitor your inventory. Remember to enable the inventory management feature by checking the "Manage stock levels for products" box in the 'Application configuration' tab under the Settings->Profile menu.
Allow backorder Check this box if you want to allow your customers to place orders for products that are backordered. Remember to enable this feature by checking the "Allow backordering for specific products" box in the 'Application configuration' tab under the Settings->Profile menu.
Box Quantity / Multiples Require the product to be ordered in multiples of a specified number
Status Select the product status (e.g. Available, Not available, Limited Stock, etc.)
Estimated availability date Assign the estimated delivery date
Sales Tax product class Select the sales tax that applies to the product
Brand Choose the product's brand (if applicable)
Measurement unit Select the measurement unit for this product from the drop-down menu. Remember to specify your measurement units under the Settings->Measurement unit menu in your Admin Dashboard.
Is active? Check this option if the product is active. Deselect it if the product becomes inactive.
Dimensions Enter the product's dimensions (i.e. length, width, height, measurement unit), if applicable.

When you are finished adding the product details, click “Save” to create your new product.

Step 3:  You can also add special rules to each product relating to:

I. Product discounts

If a special discount applies to a product, click on the 'Discounts' tab on the "New product" page to specify and manage your discount rules. You have two options:

a) a percentage discount based on a price list's initial prices; or
b) a fixed final price.

It is up to you to determine which option works best for you. If you choose the percentage option, the final price is calculated automatically. If there is a minimum quantity for the discount to apply, simply add that number to the “From quantity” field. 

Finally, if the discount applies to a specific time period, fill in the “Date from” and “Date to” fields.

Note:  If the product belongs to a product category or subcategory and the discount is applied to that entire category/subcategory, then the discount can be defined in the Product Categories menu and will be applied to all products belonging to that category/subcategory (e.g. Winter sales, etc.). To learn more about this, see our article on Product categories.

II. Customer prices

Should additional discounts apply to a specific customer, or if you have a special price agreement with a specific customer, click on the 'Customer prices' tab on the "New product" page to search the customer by name. Then, enter the price that applies to that customer, and click "Save". Note:  if you would like an extra discount you created in the 'Discounts' tab to in addition to the discount you created in the 'Customer prices' tab, remember to also check the “Apply extra discount” box.

Note:  If you provide a lower price than what was calculated with the discount percentage, by enabling the “Apply extra discount” option, the highest price will be shown on your customer's product page.

Step 4:  Create product options and product variants

Product options

When creating a product, you also need to define the product options that apply to it. Before adding this information, however, you need to create the types of product options your storefront will use through the Products->Options menu in your Admin Dashboard.

Once you have created the product options your storefront will use, go to the Products->Products menu, select a product to specify options for, and click on the 'Product options' tab. Then, click “+” to begin adding the option types for that product. Check the "All available" option if this product and all its variants are available. If you do not enable this option, you will be able to select only the available items.

If you forgot to create a product option for this product, simply click on “ADD NEW” to create a new option here, and the Product->Options menu will be automatically updated. To learn more about this, see our article on Product options.

Creating code & price variants

Some products come in different variations. For instance, a phone can come in different colours or sizes. If one or more of your products has variations, you may want to add different prices, codes, quantities, or images per variant. To learn more about this, see our article on Product variants.

Step 5:  Enhance your storefront

Ι. Adding related products:  creating product sets

If you want to display other related products alongside a specific product, click on the 'Related products' tab and search the related product's name in the search box. If you enable the “Buy with” option, you will be able to create product sets to be sold together as a bundle with each product.

ΙΙ. Promoting your products on your storefront

You can select the products you want to be displayed as featured products on your customer's storefront. To learn more about this, see our article on Featured products.

ΙΙΙ. Add extra images and files

You can upload additional product images or files for each product in your storefront.

  1. Under the Products->Products menu, select the product for which you want to add extra images and/or files.
  2. To add additional images, click on the 'Images' tab and either drag and drop or upload the extra images.

To add additional files (e.g. documentation), click on 'Files' tab, choose a title for the new file, and select "Choose File" to attach it. 

Step 6:  Advanced options:  Adding different product codes, package quantity, and a PDF description

The 'Advanced' tab allows you to add additional information for a product, such as a UPC code, barcode, or reference code. The 'Advanced' tab also allows you to specify a package quantity, select the package quantity measurement unit, as well as add a meta-description and description for your PDF product catalog.

UPC code Add a UPC code for the product
Barcode If you enabled barcoding for your store, add the product’s barcode here
Reference code This option allows you to add a reference code for the product
Package quantity Add the package quantity for the product
Package quantity measurement unit Select the package quantity measurement unit from the drop-down menu. You can specify the package quantity measurement unit under the Settings->Measurement unit menu in your Admin Dashboard.
Meta description Enter a meta description to better describe the product's page. This will be helpful once your B2B portal goes publicly online.
Pdf description Enter the description of your product here that will appear in your PDF product catalog

Step 7:  Manage product visibility

Each product you upload is visible to all of your customers by default. To learn more about managing your product visibility settings, see our article on Private products.

Still need help? Contact Us Contact Us